Objectives
- Manage Company Details (Licenses, Auditor, Company Registration)
Steps
Once you add your first Company it Company registration and license details will be accessible accessed from the Company grid in the Companies module within the Contacts in the main menu.Click company page. First, open it by clicking on the Company name or Company ID to open its page and edit or capture more informationform the Companies Grid.
You can capture information regarding the Company registration details, registration by law, licenses & waivers, Commercial Registration, Auditors, and Company Lawyer lawyers from the Entity Management tab.
You can always add any custom field you need.
- Licenses & Waivers
In the Licenses & Waivers subtabsub-tab, you can track the renewal of licenses and waivers related to the company. You can add a new license and waiver from the Add Entry button.
When adding a new entry, there are 4 required fields:
- Type: type of the license, which is a customizable list. For example: Trade License.
- Released on: specify the released date.
- Expires on: specify the expired date.
- User to remind: select a user to remind or a group of users.
You can also add the reference number if needed.other fields like the:
- Reference Number
- License Activity: the activity of this license (Business Licensing, Software Licensing, etc.)
- Managers: It could be a Person or a Company
- Permissions: Choose the allowed permissions from a drop-down menu
| Info |
|---|
| Once the user inserts an entry with an expiry date, an automatic Reminder is created for the associated user or group of users in the reminder tab. |
- Auditors
In the Auditors subtabsub-tab, you can track the auditors related to the Company.
You can add a company auditor from the Add Auditor button.
When adding a new auditor, there are 2 required fields:
- Audit Audit Company: This can be a contact person or a company.
- Designation date
You can also add the expires on a expiration date, fees, and comments if needed.
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In the Commercial Registration tab, you can add the released date and the commercial registration number any additional ID related to the company.
For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.
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